Private Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Private Capital Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Buy	9,092 +2,017	+29%	+$114K	0.05%	50
2026 Q1	$401K	Buy	7,075 +2,252	+47%	+$131K	0.05%	55
2025 Q4	$276K	Sell	4,823 -1,562	-24%	-$89.2K	0.03%	64
2025 Q3	$365K	Hold	6,385	–	–	0.04%	64
2025 Q2	$363K	Buy	+6,385	New	+$354K	0.04%	62

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Capital Advisors's JEPI Position: Q2 2026 in Review

Private Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 29% in Q2 2026, buying an estimated $114K and bringing the position to 9,092 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #50.

Private Capital Advisors first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Private Capital Advisors held 9,092 shares of JPMorgan Equity Premium Income ETF worth $514K as of Q2 2026.
Private Capital Advisors bought 2,017 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $114K.
JPMorgan Equity Premium Income ETF made up 0.05% of Private Capital Advisors's portfolio in Q2 2026, its #50 holding.
Private Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.